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JPMORGAN CHASE & CO

Q4 2025 · Filed 2026-02-11
Market Value
$1.5T
-5.3%
Holdings
5,981
+59
New Purchases
345
Added To
2,104
Closed
341
Reduced
2,850
Top 10 Concentration
28.3%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 2.14% 1.55% +0.58% $31.6B
LLY 0.95% 0.50% +0.44% $14.0B
BBEU 0.46% 0.16% +0.30% $6.7B
AAPL 4.15% 3.86% +0.29% $61.3B
GOOGL 1.37% 1.09% +0.28% $20.2B
GOVT 0.30% 0.06% +0.24% $4.5B
AVGO 2.20% 1.99% +0.21% $32.4B
APH 0.31% 0.13% +0.18% $4.6B
AMD 0.30% 0.14% +0.16% $4.5B
TOTB.DE 0.13% 0.00% +0.13% $1.9B
JNJ 0.82% 0.70% +0.12% $12.1B
CIEN 0.17% 0.06% +0.11% $2.5B
GS 0.47% 0.36% +0.11% $6.9B
BNDX 0.90% 0.80% +0.10% $13.3B
WMT 0.87% 0.77% +0.10% $12.9B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
META 1.96% 2.58% -0.62% $28.9B
VOO 0.50% 1.07% -0.57% $7.3B
MSFT 4.84% 5.27% -0.43% $71.5B
IVV 0.51% 0.95% -0.43% $7.6B
ORCL 0.54% 0.89% -0.35% $8.0B
NFLX 0.40% 0.69% -0.28% $6.0B
UBER 0.09% 0.23% -0.15% $1.3B
DASH 0.21% 0.32% -0.11% $3.1B
XLF 0.36% 0.46% -0.10% $5.3B
SE 0.19% 0.28% -0.10% $2.7B
MELI 0.18% 0.27% -0.09% $2.6B
MBB 0.23% 0.32% -0.09% $3.3B
HD 0.16% 0.25% -0.09% $2.4B
NVDA 5.76% 5.84% -0.08% $85.1B
CRM 0.12% 0.20% -0.08% $1.7B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $713.9B 48.3%
Large Cap 1,083 $666.9B 45.2%
Mid Cap 1,464 $81.8B 5.5%
Small Cap 1,986 $13.0B 0.9%
Micro Cap 1,366 $1.2B 0.1%

Portfolio Analytics

Avg Market Cap
$19.6B
Median Market Cap
$1.4B
Avg P/E
32.2
Median P/E
19.2
Avg Dividend Yield
0.03%
Avg Beta
0.97
# Stocks
4,061
# ETFs / Funds
1,920

Top Holdings (5,981 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 5.76% 456,141,138 $85.1B $186.50 -$6.1B -32,478,144 -6.7%
2 MSFT 4.84% 147,759,850 $71.5B $483.62 -$10.8B -11,048,048 -7.0%
3 AAPL 4.15% 225,419,111 $61.3B $271.86 $1.0B -11,236,420 -4.8%
4 AMZN 2.50% 160,046,290 $36.9B $230.82 -$3.2B -22,614,647 -12.4%
5 AVGO 2.20% 93,758,850 $32.4B $346.10 $1.5B -190,008 -0.2%
6 GOOG 2.14% 100,602,893 $31.6B $313.80 $7.3B +1,073,151 +1.1%
7 SPY 2.06% 44,560,422 $30.4B $681.92 -$2.7B -5,092,100 -10.3%
8 META 1.96% 43,855,509 $28.9B $660.09 -$11.2B -10,859,259 -19.9%
9 GOOGL 1.37% 64,654,741 $20.2B $313.00 $3.2B -5,239,152 -7.5%
10 TSLA 1.36% 44,591,616 $20.1B $449.72 $201M -47,889 -0.1%
11 MA 1.21% 31,214,224 $17.8B $570.88 -$44M -190,327 -0.6%
12 LLY 0.95% 12,997,946 $14.0B $1,074.68 $6.1B +2,729,791 +26.6%
13 BNDX 0.90% 275,788,372 $13.3B $48.32 $844M +23,417,119 +9.3%
14 WMT 0.87% 115,433,639 $12.9B $111.41 $844M -1,159,731 -1.0%
15 WFC 0.83% 130,851,080 $12.2B $93.20 $26M -14,333,386 -9.9%
16 JNJ 0.82% 58,558,238 $12.1B $206.95 $1.2B -82,618 -0.1%
17 ABBV 0.81% 52,393,323 $12.0B $228.49 -$1.1B -4,141,493 -7.3%
18 BND 0.70% 139,629,587 $10.3B $74.07 $574M +8,283,073 +6.3%
19 MCD 0.66% 31,782,233 $9.7B $305.63 -$684M -2,432,048 -7.1%
20 BBJP 0.61% 137,080,238 $9.0B $65.91 -$12M +661,704 +0.5%
21 BAC 0.60% 161,572,280 $8.9B $55.00 -$486M -20,098,361 -11.1%
22 DIS 0.59% 76,580,070 $8.7B $113.77 $959M +8,865,458 +13.1%
23 LOW 0.59% 36,066,219 $8.7B $241.16 -$753M -1,540,730 -4.1%
24 XOM 0.57% 70,376,165 $8.5B $120.34 $9M -4,661,338 -6.2%
25 NEE 0.55% 102,036,629 $8.2B $80.28 $868M +5,027,929 +5.2%
26 ORCL 0.54% 41,223,455 $8.0B $194.91 -$5.9B -8,349,915 -16.8%
27 AXP 0.53% 21,032,958 $7.8B $369.95 $411M -1,154,291 -5.2%
28 INTU 0.53% 11,709,784 $7.8B $662.42 $538M +1,139,677 +10.8%
29 TSM 0.52% 25,182,540 $7.7B $303.89 $812M +690,178 +2.8%
30 IVV 0.51% 11,094,121 $7.6B $684.94 -$7.2B -11,011,192 -49.8%
31 VOO 0.50% 11,688,493 $7.3B $627.13 -$9.4B -15,558,853 -57.1%
32 MMM 0.49% 45,554,373 $7.3B $160.10 $236M +73,475 +0.2%
33 GS 0.47% 7,874,962 $6.9B $879.00 $1.3B +876,549 +12.5%
34 BBCA 0.47% 74,270,039 $6.9B $93.00 $401M -314,829 -0.4%
35 BBEU 0.46% 91,996,902 $6.7B $73.30 $4.3B +56,521,262 +159.3%
36 SCHW 0.45% 67,190,915 $6.7B $99.91 $929M +6,603,261 +10.9%
37 PM 0.45% 41,711,363 $6.7B $160.40 -$974M -5,542,623 -11.7%
38 BRK-B 0.44% 12,883,585 $6.5B $502.65 $150M +300,024 +2.4%
39 TT 0.43% 16,436,623 $6.4B $389.20 -$154M +911,613 +5.9%
40 MS 0.43% 35,714,453 $6.3B $177.53 $393M -1,698,283 -4.5%
41 PLTR 0.43% 35,575,332 $6.3B $177.75 -$340K +909,314 +2.6%
42 ADI 0.41% 22,468,677 $6.1B $271.20 $647M +300,909 +1.4%
43 BKNG 0.41% 1,119,516 $6.0B $5,355.34 -$274M -41,599 -3.6%
44 NFLX 0.40% 63,535,182 $6.0B $93.76 -$4.7B +54,610,173 +611.9%
45 RTX 0.40% 32,110,396 $5.9B $183.40 $844M +1,960,444 +6.5%
46 NOW 0.39% 37,856,728 $5.8B $153.19 -$1.5B +29,954,085 +379.0%
47 ETN 0.39% 18,179,197 $5.8B $318.51 -$1.4B -1,042,231 -5.4%
48 HWM 0.38% 27,727,872 $5.7B $205.02 $47M -1,004,648 -3.5%
49 UNH 0.38% 17,199,093 $5.7B $330.11 -$729M -1,355,553 -7.3%
50 JPST 0.36% 106,472,614 $5.4B $50.59 $479M +9,729,791 +10.1%
51 SO 0.36% 61,770,419 $5.4B $87.20 -$1.2B -8,049,349 -11.5%
52 SHOP 0.36% 33,418,297 $5.4B $160.97 $335M -527,560 -1.6%
53 XLF 0.36% 96,377,795 $5.3B $54.77 -$1.9B -36,706,752 -27.6%
54 VTEB 0.36% 104,551,572 $5.3B $50.29 $296M +5,461,346 +5.5%
55 AJG 0.36% 20,313,249 $5.3B $258.79 -$1.0B -25,284 -0.1%
56 V 0.35% 14,732,679 $5.2B $350.71 -$150M -841,345 -5.4%
57 MDT 0.35% 53,616,694 $5.2B $96.06 $179M +1,420,930 +2.7%
58 IVW 0.34% 40,710,202 $5.0B $123.26 $28M -625,646 -1.5%
59 DHR 0.33% 21,585,526 $4.9B $228.92 $1.2B +2,943,496 +15.8%
60 TXN 0.33% 28,324,885 $4.9B $173.49 -$77M +1,161,106 +4.3%
61 KO 0.33% 70,044,259 $4.9B $69.91 -$927M -17,765,199 -20.2%
62 VGT 0.33% 6,420,110 $4.8B $753.78 $234M +252,341 +4.1%
63 APP 0.32% 7,053,011 $4.8B $673.82 -$768M -629,965 -8.2%
64 BBAX 0.32% 83,723,892 $4.7B $56.30 $125M +2,271,983 +2.8%
65 APH 0.31% 34,325,148 $4.6B $135.14 $2.5B +17,391,036 +102.7%
66 VGIT 0.31% 77,294,138 $4.6B $59.93 $322M +5,493,522 +7.7%
67 IBM 0.30% 15,203,455 $4.5B $296.21 -$223M -1,548,522 -9.2%
68 GOVT 0.30% 195,076,828 $4.5B $23.03 $3.5B +153,219,429 +366.1%
69 AMD 0.30% 20,911,889 $4.5B $214.16 $2.3B +7,346,717 +54.2%
70 DE 0.30% 9,612,147 $4.5B $465.57 -$714M -1,735,079 -15.3%
71 NXPI 0.30% 20,378,690 $4.4B $217.06 -$1.0B -3,607,154 -15.0%
72 JIRE 0.29% 57,617,571 $4.3B $74.88 -$197M -3,723,649 -6.1%
73 JGLO 0.29% 63,657,812 $4.3B $67.67 -$516M -7,516,816 -10.6%
74 VCIT 0.29% 51,306,322 $4.3B $83.75 -$184M -1,965,045 -3.7%
75 SYK 0.29% 12,145,114 $4.3B $351.47 -$145M +204,963 +1.7%
76 PEP 0.29% 29,594,502 $4.2B $143.52 -$195M -2,033,993 -6.4%
77 GEV 0.28% 6,344,431 $4.1B $653.57 $612M +596,849 +10.4%
78 COF 0.28% 16,904,366 $4.1B $242.36 $424M -371,517 -2.1%
79 BBIN 0.28% 56,233,619 $4.1B $72.32 $121M -29,301 -0.1%
80 BMY 0.28% 75,367,653 $4.1B $53.94 $179M -10,813,011 -12.6%
81 INSM 0.27% 23,199,512 $4.0B $174.04 $719M +151,836 +0.7%
82 LRCX 0.27% 23,508,596 $4.0B $171.18 $15M -6,436,253 -21.5%
83 IVE 0.27% 18,748,246 $4.0B $212.07 $274M +821,872 +4.6%
84 BKR 0.27% 86,829,486 $4.0B $45.54 -$1.1B -16,142,450 -15.7%
85 HOOD 0.27% 34,957,401 $4.0B $113.10 -$1.0B +42,058 +0.1%
86 TMO 0.26% 6,611,878 $3.8B $579.45 $304M -661,431 -9.1%
87 LIN 0.26% 8,868,159 $3.8B $426.39 -$505M -155,029 -1.7%
88 MU 0.25% 13,153,699 $3.8B $285.41 $826M -4,345,754 -24.8%
89 VGK 0.25% 44,594,011 $3.7B $83.61 $543M +4,677,424 +11.7%
90 GE 0.24% 11,737,824 $3.6B $308.03 $210M +417,195 +3.7%
91 EOG 0.24% 33,947,001 $3.6B $105.01 -$132M +975,743 +3.0%
92 IWF 0.24% 7,496,501 $3.5B $473.30 $70M +70,843 +0.9%
93 PGR 0.24% 15,510,170 $3.5B $227.72 -$997M -2,827,619 -15.4%
94 MDLZ 0.23% 63,105,404 $3.4B $53.83 -$950M -6,482,722 -9.3%
95 MBB 0.23% 35,090,359 $3.3B $95.22 -$1.6B -16,587,315 -32.1%
96 IEF 0.22% 34,189,868 $3.3B $96.16 $714M +7,506,518 +28.1%
97 MINT 0.22% 32,615,613 $3.3B $100.34 $126M +1,368,763 +4.4%
98 FIS 0.22% 49,055,129 $3.3B $66.46 $290M +4,008,895 +8.9%
99 IEMG 0.22% 48,001,963 $3.2B $67.22 $171M +1,643,185 +3.5%
100 BABA 0.21% 21,647,160 $3.2B $146.58 $151M +4,737,245 +28.0%

New Positions

SymbolValue% Port
TOTB.DE $1.9B 0.13%
ABVX $61M —%
Q $58M —%
MDLN $57M —%
JMMF $49M —%
ANDG $46M —%
SOLS $42M —%
JPHY $41M —%
FIBR $37M —%
BLLN $32M —%
ALH $30M —%
SUNC $30M —%
WLTH $28M —%
EVMN $22M —%
QQMG $22M —%

Sold Out Positions

SymbolValue% Port
AP —%
PDI —%
BGH —%
THQ —%
ETJ —%
BLCO —%
AWF —%
PDO —%
LXP —%
GHI —%
HPP —%
VVR —%
BBN —%
UL —%
CATO —%
View SEC EDGAR Filings for JPMORGAN CHASE & CO →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms